Sax Wealth Advisors, LLC Ishares Tr Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,028 shares of ITA stock, worth $212,025. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,028

Holding current value

$212,025

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$184.73 - $209.26 $189,902 - $215,119	1,028 New	1,028 $215,000

Others Institutions Holding ITA

# of Institutions

881

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

441K

Bank Of America Corp Charlotte, NC

3M
Shares

$619 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$379 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$308 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$184 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$160 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Sax Wealth Advisors, LLC Ishares Tr Transaction History